Distribution in the mutual fund business is key, and Greene Consultants
wants to give wholesalers a distinct competitive advantage over their competition.
Greene works with three areas within the financial services business: institutional investment, wealth management, and mutual funds.
The question that Greene seeks to answer for wholesalers is, "How do I gain shelf space at broker-dealers and RIAs?"
, founder and president of Greene Consultants, says that the answer to that question is to be, "technically proficient and conversationally competent, to
increase assets under management and drive revenue."
Those ends are achieved through classes and online training with Greene's SkillMark e-Learning Program
which helps expand wealth management knowledge.
At the end of the training process Greene expects wholesalers to become "consultants" who understand their products and how they fit into different investment strategies"
"We supply training solutions that help internal and external wholesalers communicate and have meaningful conversations, which in the end enhances productivity," Greene concludes.
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